Build and Access Reports In Apollo

Article author
Brandan Blevins
Updated

Overview

 
Standard Features for Everybody!

All users across all plans can access analytics features such as email tracking and Apollo-provided reports and dashboards for email messaging, deal metrics, and more. If you require customizable reports and dashboards, work with your Apollo representative or contact the Apollo sales team to move to a Custom plan.

Analytics provide you with actionable data you can use to transform your company's sales efforts. One facet of the analytics suite is the reports feature. Reports provide you with a means of aggregating in-app metrics into various visualization types while using specific filters to refine the visualizations.

Refer to the sections below to learn how to create a report and better understand the various components you have at your disposal.

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Access Reports in Apollo

To access reports, launch Apollo and click Engage > Analytics. Then, click the Reports tab.

Reports

Any previously created reports are available in the All reports section.

View all of the previously created reports.

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Create a New Custom Report

Launch Apollo and click Engage > Analytics. Then, go to the Reports tab and click Create report.

There are 5 main configuration components of any custom report: metrics, dimensions, filters, visualization, and date range. The sections below outline how to configure each of these custom report components.

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Configure Metrics

From the new custom report, click the Metrics tab.

Metrics

Metrics define what you want to measure. You can include as many metrics as you need in each custom report.

Apollo groups metrics into 9 top-level categories:

Category Description
Calls Metrics related to the performance and status of calls made with the Apollo Dialer
Emails Metrics related to the performance of emails sent through sequences.
Tasks Metrics related to the creation and completion of tasks in Apollo.
Linkedin Tasks Metrics related to the creation and completion of tasks created from the Apollo extension on LinkedIn.
Account Metrics related to the interactions with accounts in Apollo.
Contact Metrics related to the interactions with contacts in Apollo.
Deal Metrics related to the performance of deals in the Apollo platform.
Person Metric related to the number of net new people saved as contacts in Apollo.
Company Metric related to the number of net new companies saved as accounts in Apollo.

Click the relevant metrics that you want to include in the custom report. Apollo adds the selected metrics as columns in the table.

Metrics Example

 
Metrics Per Report

To gain optimal results, limit yourself to less than 25 metrics per report. For the clearest results, start with the most important metrics and add additional fields only if necessary.

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Configure Dimensions

From the new custom report, click the Dimensions tab.

Dimensions

Dimensions define the data that you want to use to measure your metrics. Apollo groups dimensions into 7 categories:

Category Description
User Dimension related to the specific individual(s) taking the action in Apollo.
Date Dimensions related to the time period of the action taken in Apollo. For example, day, hour, month, year, etc.
Contact/Person Dimensions related to the information about the individuals contacted from Apollo. For example, their persona type, their location, their stage in the sales pipeline, etc.
Account/Company Dimensions related to the information about the companies contacted from Apollo. For example, the account name, the number of company employees, the industry, related keywords, etc.
Deal Dimensions related to the deals in Apollo. For example, the deal owner, the current stage of the deal, etc.
Email Dimensions related to the type of emails sent from Apollo. For example, email subject and template used can be dimensions.
Phone Call Dimensions related to the purpose and disposition of the phone calls made from Apollo.
Sequence Dimensions related to the name of the sequence or the specific step that was used to engage with the prospects in Apollo.
 
Dimensions Per Report

You might notice some overlap between specific items in the metrics and dimensions lists. This is because you can use many types of data as either a metric or dimension.

Click the relevant dimension(s) that you want to include in the custom report. You can add a maximum of 2 dimensions per report. If you add a persona as a dimension, data will be grouped by active personas, and inactive personas will not appear in your reports.

Apollo adds the selected dimensions as rows in the table.

Dimensions Example

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Configure Filters

From the new custom report, click Filters.

Filters View

Click Add Filter.

Add Filters

Filters are specific subsets of data that you want to visualize in your report. You can add as many filters as you need in each custom report. Apollo groups filters into the same categories as those in the Dimensions section.

Click Select Filter to choose the filters to include in the custom report. Then, click the Select drop-down to include or exclude additional metrics of your choice.

Filter Examples

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Configure Date Range

The date range defines the timeframe of the data included in the custom report.

From the new custom report, click Filters. Then, click the date range drop-down and select either a pre-defined date range or a custom range.

Choose a different date range.

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Configure Visualization

From the new custom report, click Visualization.

Visualization View

The visualization options enable you to change how Apollo displays the custom report data. You can choose from a variety of pre-configured types.

  • Table Table
  • Column Column
  • Bar Bar
  • Line Line
  • Area Area
  • Pie Pie
  • Heatmap Heatmap

Click the visualization you want to use for the custom report.

Visualization Options

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Run the Custom Report

After you have finished configuring the custom report, click Run.

Run Report

To finalize your work, enter a name for the report, select the folder where it will live, and then click Save & Finish.

Save Report

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Use Pre-Built Reports

Apollo provides pre-built reports that you can run without making customizations.

To access these pre-built reports, launch Apollo and click Engage > Analytics. Then, click the Reports tab and access the Created by Apollo folder.

Standard Reports

Click a report name to load it.

Load Report

 
Change It Up!

While Apollo's pre-built reports can be run without any customizations, you can choose to change the data available in the reports and how they are presented visually. See the Configure Date Range and Configure Visualization sections for more details.

Click Run to repopulate the report's data.

Run the pre-built report.

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Add Reports to a Dashboard

Launch the report that you want to add to a dashboard from the analytics page.

Load Report

Click Add Report To Dashboard.

Add Report

Select a dashboard or type the name of a dashboard from the first drop-down. You can add multiple dashboards to this field.

Dashboard

Apollo automatically fills in the Dashboard Tile Name with the name of the report you are adding.

Tile Name

Click Add to complete the process.

Add

For more information about dashboards, refer to the Build and Access Dashboards in Apollo article.

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Add Reports to a Cockpit Layout

Launch the report that you want to add to the Apollo cockpit from the analytics page.

Load Report

Click Add Report to Cockpit.

Add Report

Select a cockpit layout or type the name of a cockpit layout from the drop-down. This will determine which layout type should feature this report. You can add multiple cockpit layouts to this field.

Select Cockpit Layout

Click Update to complete the process.

Update

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Export a Report to CSV

Launch the report that you want to export to CSV from the analytics page.

Load Report

Click Export as CSV.

Export

Your browser will initiate a file download. You can open the CSV file in your editor of choice.

CSV Open

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